Valmark Advisers, Inc. Vanguard Transaction History

Valmark Advisers, Inc.

$7.08 Billion
Q2 2025

A detailed history of Valmark Advisers, Inc. transactions in Vanguard stock. As of the latest transaction made, Valmark Advisers, Inc. holds 1,273,585 shares of VGSH stock, worth $74.6 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

1,273,585

Previous 1,263,428 0.8%

Holding current value

$74.6 Million

Previous $74.2 Million 0.96%

% of portfolio

1.06%

Previous 1.13%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$58.32 - $58.95 $592,356 - $598,755	10,157 Added 0.8%	1,273,585 $74.9 Million
Q1 2025 Apr 22, 2025	SELL	$58.07 - $58.69 $496,324 - $501,623	-8,547 Reduced 0.67%	1,263,428 $74.2 Million
Q4 2024 Jan 30, 2025	SELL	$58.02 - $58.88 $73.6 Million - $74.7 Million	-1,268,500 Reduced 49.93%	1,271,975 $74 Million
Q3 2024 Oct 25, 2024	BUY	$57.74 - $59.13 $7.43 Million - $7.61 Million	128,764 Added 5.34%	2,540,475 $150 Million
Q2 2024 Jul 31, 2024	BUY	$57.55 - $58.0 $10.2 Million - $10.3 Million	177,075 Added 7.92%	2,411,711 $140 Million
Q1 2024 May 03, 2024	BUY	$57.88 - $58.54 $2.38 Million - $2.41 Million	41,114 Added 1.87%	2,234,636 $130 Million
Q4 2023 Feb 02, 2024	BUY	$57.34 - $58.41 $9 Million - $9.17 Million	156,959 Added 7.71%	2,193,522 $128 Million
Q3 2023 Nov 07, 2023	BUY	$57.47 - $57.91 $1.21 Million - $1.21 Million	20,973 Added 1.04%	2,036,563 $117 Million
Q2 2023 Aug 02, 2023	BUY	$57.72 - $58.69 $4.29 Million - $4.36 Million	74,360 Added 3.83%	2,015,590 $116 Million
Q1 2023 May 01, 2023	BUY	$57.32 - $58.77 $3.56 Million - $3.65 Million	62,091 Added 3.3%	1,941,230 $114 Million
Q4 2022 Feb 06, 2023	SELL	$57.38 - $58.13 $28.5 Million - $28.9 Million	-497,172 Reduced 20.92%	1,879,139 $109 Million
Q3 2022 Nov 02, 2022	SELL	$57.67 - $59.08 $741,924 - $760,064	-12,865 Reduced 0.54%	2,376,311 $137 Million
Q2 2022 Aug 01, 2022	SELL	$58.29 - $59.37 $4.79 Million - $4.88 Million	-82,181 Reduced 3.33%	2,389,176 $141 Million
Q1 2022 May 10, 2022	BUY	$59.19 - $60.79 $124,654 - $128,023	2,106 Added 0.09%	2,471,357 $146 Million
Q4 2021 Feb 02, 2022	BUY	$60.79 - $61.43 $3.64 Million - $3.68 Million	59,904 Added 2.49%	2,469,251 $150 Million
Q3 2021 Nov 09, 2021	BUY	$61.39 - $61.54 $2.74 Million - $2.75 Million	44,704 Added 1.89%	2,409,347 $148 Million
Q2 2021 Aug 06, 2021	BUY	$61.41 - $61.64 $9.22 Million - $9.26 Million	150,218 Added 6.78%	2,364,643 $145 Million
Q1 2021 May 04, 2021	BUY	$61.49 - $61.63 $3.92 Million - $3.93 Million	63,795 Added 2.97%	2,214,425 $136 Million
Q4 2020 Feb 03, 2021	BUY	$61.6 - $62.06 $6.09 Million - $6.13 Million	98,796 Added 4.82%	2,150,630 $132 Million
Q3 2020 Nov 09, 2020	BUY	$62.07 - $62.21 $3.02 Million - $3.02 Million	48,583 Added 2.43%	2,051,834 $127 Million
Q2 2020 Jul 31, 2020	BUY	$62.08 - $62.28 $2.19 Million - $2.2 Million	35,311 Added 1.79%	2,003,251 $125 Million
Q1 2020 May 01, 2020	SELL	$60.83 - $62.34 $9.37 Million - $9.61 Million	-154,082 Reduced 7.26%	1,967,940 $123 Million
Q4 2019 Jan 31, 2020	BUY	$60.69 - $61.1 $1.4 Million - $1.41 Million	23,142 Added 1.1%	2,122,022 $129 Million
Q3 2019 Nov 06, 2019	SELL	$60.71 - $60.94 $1.52 Million - $1.53 Million	-25,072 Reduced 1.18%	2,098,880 $128 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-6,100 Reduced 0.29%	2,123,952 $129 Million
Q1 2019 May 10, 2019	BUY	N/A	1,373,299 Added 181.47%	2,130,052 $129 Million
Q4 2018 Feb 07, 2019	SELL	N/A	-49,386 Reduced 6.13%	756,753 $45.5 Million
Q3 2018 Nov 02, 2018	BUY	N/A	4,360 Added 0.54%	806,139 $48.2 Million
Q2 2018 Aug 07, 2018	BUY	N/A	801,779 New	801,779 $48 Million

Others Institutions Holding VGSH

# of Institutions

1,031

Shares Held

275M

Call Options Held

6.2K

Put Options Held

400

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Valmark Advisers, Inc. Vanguard Transaction History